valuemoney (< 20)

15

I am done making alot of picks. I will redo my page and only pick the ones I own. My portfolio made a drastic change since Friday. I no longer own WFC (my favorite stock of all time ). Sold on Friday @ $55.03. I own 7 equities currently. A few months ago I owned 2. WFC and IBM. That is about as diversified as it gets for me. I should mention IBM now makes up 41% of my total holdings so that still isn't to diversified. And of course I am in the red on ALL 7 equities. Although 5 of the 7 purchases where made this week. [more]

Recs

7

Holy bull market. Even the 10 Billion dollar tapper hasn't put a damper on the market. Economy is improving. Congress is working together. Everything is good. That is why I am finally bearish. This is short term though....at least for the next 6 months. I think there could be a pull back to about 1685. That being said I am fully invested. 100% stocks. I always am. There are always deals out there. The only names I really like right now are..... IBM, WFC, LUK, WMT, IMO, LH and NOV. Things I would stay away from. As I have mention before.... anything to do with bonds. Like stocks there are always mispriced bonds out there but as a whole I would stay away. [more]

Recs

6

This post is going to be short and simple. If you don't add JohnCLeven to your favorites and read all he has to say...... his pitches for his picks plus his blogs you are selling yourself short. He hasn't been a CAPS member all that long but I can tell pretty quickly who can invest and who can't. This kid or young man is on the right track. Many can learn from him if they truly understand what he is saying and where he is coming from. I do not know him except for following him on CAPS this past year and I hope he don't mind this blog. Just thought I would help out the community of CAPS players by telling my find of one of my favorite players. Well that's it. Good luck all. [more]

Recs

16

I made a new profile. I should have done it a long time ago. This profile is green thumb picks only. No red thumb picks will be made. This profile is of pick I would make as an actual investor. These are long term picks and will not be ended unless they get massively overpriced or something happens with the company of a major scale to make me change my mind. I am looking at the following when it comes to making my picks. ROE, ROI,margins, earnings growth rates for the next 5 years and beyond, share buybacks, management, balance sheets, cash flow, retained earnings, industry leaders and last but not least PE. Many stocks will not be on the list. This is because I will not be picking certain industry because I am not comfortable judging value. Energy and precious metals are 2 of them, tech to a certain degree is a 3rd. Anything comodity related also. I will pick industy leaders in energy like XOM maybe if it gets way undervalued. I am not looking for bottom bargain prices either. If the equity is cheaper than the market and it fits my screen I will add it to my picks. I am currently tracking about 100 companies. I am open to ideas so please feel free to suggest your ideas. If I don't agree or shoot holes in your idea don't be mad. It might be I am just not comfortable picking that particular equity. I am looking for stable growing stocks. Follow the page if you like. These are only ideas so do your own research. I may own any of these picks at any time. Currently I own BRK.B and BAC. I used to own WFC. WFC used to make up 100% of my portfollio. My equity exposure in real life is very concentrated. I usually never own more than 5 equities at one time. I created this profile to show ideas and track them. I wanted a profile without all of these GARBAGE picks I make on this current profile. The valuemoney profile is for points that is it and market timing is also a big factor, not a very good profile to follow if one is interested in getting ideas about INVESTING. You won't see huge gains on VALUEMONEYGREEN but the profile will give you an idea of what I look for when making an investment. I will put a pitch for each equity when I pick it. Currently there are none but I will get to it when I have time. [more]